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California Water Service
CWT

Overview Fund Activity

275 hedge funds and large institutions have $2.27B invested in California Water Service in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 96 increasing their positions, 98 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
-7
Holders Change %
-2.48%
% of All Funds
3.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
33
Increased
96
Reduced
98
Closed
36
Calls
$455K
Puts
$409K
Net Calls
+$46K
Net Calls Change
-$27K

Top Buyers

1
NI
1
Nuance Investments
Missouri
$140M
2
TIM
2
Triodos Investment Management
Netherlands
$20.8M
3
Amundi
3
Amundi
France
$91.8M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$149M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$335M

Top Sellers

1
Pictet Asset Management
1
Pictet Asset Management
Switzerland
$442K
2
Morgan Stanley
2
Morgan Stanley
New York
$34.1M
3
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$40M
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$657K
5
Jane Street
5
Jane Street
New York
$571K
Name Holding Trade Value Shares
Change 		Shares
Change %
UM
126
UniSuper Management
Australia
$670K +$670K +14,421 New
Empower Advisory Group
127
Empower Advisory Group
Colorado
$657K -$16M -344,723 -96%
CWA
128
Canvas Wealth Advisors
Kansas
$643K +$300K +6,797 +88%
VanEck Associates
129
VanEck Associates
New York
$632K +$1.63K +35 +0.3%
Handelsbanken Fonder
130
Handelsbanken Fonder
Sweden
$623K +$110K +2,362 +21%
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$613K +$7.07K +152 +1%
I
132
InceptionR
California
$590K +$590K +12,693 New
Jane Street
133
Jane Street
New York
$571K -$3.49M -75,127 -86%
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$563K +$371K +7,975 +193%
AF
135
Allworth Financial
California
$558K +$28.1K +605 +5%
CYG
136
Clean Yield Group
Vermont
$557K -$41.8K -900 -7%
BGIM
137
Brandywine Global Investment Management
Pennsylvania
$553K +$553K +11,900 New
SFG
138
Sovereign Financial Group
Connecticut
$552K -$31.9K -687 -5%
TI
139
Tidal Investments
Wisconsin
$535K +$535K +11,515 New
Commonwealth Equity Services
140
Commonwealth Equity Services
Massachusetts
$535K +$77.8K +1,674 +17%
TIS
141
Tortoise Index Solutions
Kansas
$526K -$5.95K -128 -1%
CCM
142
Cullen Capital Management
New York
$514K +$189K +4,062 +58%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$508K -$140K -3,005 -22%
CFD
144
Creative Financial Designs
Indiana
$505K +$89.5K +1,926 +22%
Pathstone Holdings
145
Pathstone Holdings
New Jersey
$499K -$6K -129 -1%
Cerity Partners
146
Cerity Partners
New York
$486K +$118K +2,536 +32%
MOACM
147
Mutual of America Capital Management
New York
$462K -$7.34K -158 -2%
GAA
148
Green Alpha Advisors
Colorado
$460K -$1.39K -30 -0.3%
DADC
149
D.A. Davidson & Co
Montana
$457K -$4.6K -99 -1%
Truist Financial
150
Truist Financial
North Carolina
$454K +$119K +2,550 +35%
4 5
6
7 8